Setup Full and Automatic Bill Payments
If you’re in the habit of reviewing transactions to check for accuracy and ensuring spending is in check, and your financial health is such that you can ensure you will always have enough [...]
Setup Purchase (either lump sum or recurring)
For Lump Sum contributions, look for the ticker symbol of what you want to buy and click "Buy" For Recurring contributions, each site is different but look for words like “Automatic investing” or “Recurring investing” [...]
Choose Investment
We won’t cover investing basics here since we've already covered them in this article. But for the purposes of this subtask, it’s important to determine your time horizon, appetite for risk, and hoped [...]
Open Account (if applicable)
New investment account types different from what you already have requires opening a new investment account. You may be able to open that account at the same institution where you already have your [...]
Mark All Debts Paid Off
Logged-in MoneySwell users can check this off their personal financial action plan! << Pay Off Debts More Quickly Checklist Well done! If you have multiple “other” debts, use [...]
Make Update with Lender(s)
Adding an extra principal payment shouldn't take more than a minute through your lender's website. << Pay Off Debts More Quickly Checklist Add An Extra Payment Go to [...]
Pay Off Debts More Quickly Checklist
Complete the tasks below to pay of your "Other Debts" more quickly. Logged-in MoneySwell users should check these tasks off as they complete them. Complete the Tasks If [...]
Pay Off Other Debts OR Setup Your Investments
Decide if you’re going to use your extra cash to pay down debt more quickly, invest it, or do a little of both. Add either the Pay Off Debts More Quickly checklist or [...]
Adjust Your Emergency Savings for Financial Independence
Much like you did when you adjusted your savings during the Growth stage, you’ll want to follow the same steps this time. This means… Determine how much you can adjust your savings transfer [...]
Setup Reminder to Review Charges & Payments
Find out when your monthly credit or debit card statements come in (see “Pro Tip!” in details below) and set a reminder to review your statement. This task shouldn’t take more than five [...]
in Boulder and San Diego.